RG
IBDR icon

Retirement Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Retirement Group’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,327
Closed -$140K – 701
2021
Q1 		$140K Buy
5,327
+135
+3% +$3.61K 0.06% 154
2020
Q4 		$141K Buy
5,192
+787
+18% +$21.2K 0.06% 151
2020
Q3 		$118K Buy
4,405
+25
+0.6% +$672 0.07% 166
2020
Q2 		$117K Buy
+4,380
New +$113K 0.07% 149
2019
Q4 		$42K Buy
+1,650
New +$42K 0.03% 244

Other funds holding IBDR

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return